Obsidian Personal Planning Solutions LLC J P Morgan Exchange Traded Fd Transaction History
Obsidian Personal Planning Solutions LLC
- $283 Million
- Q3 2025
A detailed history of Obsidian Personal Planning Solutions LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 298,749 shares of JPIE stock, worth $13.8 Million. This represents 4.91% of its overall portfolio holdings.
Number of Shares
298,749
Previous 287,787
3.81%
Holding current value
$13.8 Million
Previous $13.3 Million
4.01%
% of portfolio
4.91%
Previous 5.46%
Shares
3 transactions
Others Institutions Holding JPIE
# of Institutions
385Shares Held
79.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY7.43MShares$343 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.4MShares$249 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC4.61MShares$213 Million1.46% of portfolio
-
Savant Capital, LLC3.54MShares$164 Million0.92% of portfolio
-
Wells Fargo & Company San Francisco, CA2.58MShares$119 Million0.02% of portfolio